How to Change FI
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shelquis
Member ✭✭✭
I have a retirement account which recently changed its financial institution. Nothing about my account or holdings changed, except I now have to access my account online through a new FI. How should I handle this in Quicken? Should I just edit the name and logon credentials for the existing retirement account?
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Best Answer
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Do you download into that account? If so, you'll need to de-activate it from download, Exit Q, Restart Q, then change the name and re-activate for download.
Q user since February, 1990. DOS Version 4
Now running Quicken Windows Subscription, Business & Personal
Retired "Certified Information Systems Auditor" & Bank Audit VP5
Answers
-
Do you download into that account? If so, you'll need to de-activate it from download, Exit Q, Restart Q, then change the name and re-activate for download.
Q user since February, 1990. DOS Version 4
Now running Quicken Windows Subscription, Business & Personal
Retired "Certified Information Systems Auditor" & Bank Audit VP5 -
OK, thanks, I think I've got it. I'll let you know if I have any trouble.0
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